We’re aware that some of the reports(Client Waterfall, Valuation, Client Portfolio) including those generated via the Capital Gains Tax tool are currently based on data as at 13th Sep. Thank you for bearing with us while we resolve this.

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Welcome to the Advanta Wealth Platform
 

The Advanta Wealth Platform is a secure, online system that can hold all your investments and provide online, up to date valuations and information around the clock. The platform has its own tax wrappers (ISAs, Pensions and Investments) and can hold any approvable asset, from Equities (shares) to ETFs, bonds and cash. The platform has one low simple charge, strips out all retail costs and provides 'wholesale' investment pricing.

In order to register for the platform, or if you have any problems accessing your account, please contact us on enquiry@theadvantagroup.co.uk or telephone us on 0203 668 7480.

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For the security of customers, any unauthorised attempt to access customer information will be
monitored and may be subject to legal action.